Collie Wealth Management

Finance · Australia · 1-10 Employees

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Overview

Headquarters

1341 Dandenong Rd L 2 40, Chadstone, Vic...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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ZI Rank
1
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1

About Collie Wealth Management

Collie Wealth Management is a boutique financial planning firm specializing in superannuation, insurance, and investment planning. The company aims to provide clients with professional financial advice to help them achieve their financial goals and secure their desired lifestyle in retirement. They focus on delivering a stress-free experience through personalized service and quality products. Their target clients are individuals seeking to enhance their financial security and planning in Australia.Explore more
Collie Wealth Management's Social MediaPopular SearchesCollie Wealth Management Pty LtdCollie WealthSIC Code 62,628NAICS Code 52,523Show more

Collie Wealth Management Org Chart

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MC
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Collie Wealth Management

<$5M
1-10
Private
-
2019
MC
Monica CollieOffice Manager
<$5M
1-10
Private
-
2020
LM
Luvlin MalhiResponsible Manager
<$5M
1-10
Private
-
2013
DC
Dusan CikosPractice Manager
<$5M
1-10
Private
-
-
KM
Karen McMackinClient Service Manager
<$5M
1-10
Private
-
2002
PS
Pedram SalamiDirector and Financial Adviser
<$5M
1-10
Private
-
-
DB
Dustin BartholomewDirector, Financial & Advisor
<$5M
1-10
Private
-
1985
TH
Taylah HazelagerPractice Manager
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Company Profile Activity

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Low Activity

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Activity Insights

Collie Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Collie Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Collie Wealth Management.

Collie Wealth Management Tech Stack

A closer look at the technologies used by Collie Wealth Management

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Frequently Asked Questions Regarding Collie Wealth Management

What is Collie Wealth Management's official website?
Collie Wealth Management's official website is www.colliewealth.com.au
What is Collie Wealth Management's Revenue?
Collie Wealth Management's revenue is <$5 Million
What is Collie Wealth Management's SIC code?
Collie Wealth Management's SIC: 62,628
What is Collie Wealth Management's NAICS code?
Collie Wealth Management's NAICS: 52,523
How many employees does Collie Wealth Management have?
Collie Wealth Management has 1-10 employees
What industry does Collie Wealth Management belong to?
Collie Wealth Management is in the industry of: Finance, Securities Trading
What is Collie Wealth Management competition?
Collie Wealth Management top competitors include: SGA Private Wealth Management, Sterling Advice, MBA Wealth Solutions, Profectus Financial Partners
What technology does Collie Wealth Management use?
Some of the popular technologies that Collie Wealth Management uses are: Sentry, Microsoft 365, WixStores, F5 BIG-IP Platform
What does Collie Wealth Management do?

Collie Wealth Management is a boutique financial planning firm specializing in superannuation, insurance, and investment planning. The company aims to provide clients with professional financial advice to help them achieve their financial goals and secure their desired lifestyle in retirement. They focus on delivering a stress-free experience throu... gh personalized service and quality products. Their target clients are individuals seeking to enhance their financial security and planning in Australia.Read More

What are Collie Wealth Management social media links?
Collie Wealth Management Linkedin page
Is Collie Wealth Management a public company?
Collie Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Collie Wealth Management

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